VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,981,488 | -4.2% | 1,949,915 | -0.5% | 5.76% | -1.6% |
| Q2 2023 | $554,505,974 | +14.0% | 1,959,662 | +0.5% | 5.86% | +7.0% |
| Q1 2023 | $486,573,096 | +22.3% | 1,950,676 | +4.5% | 5.47% | +16.7% |
| Q4 2022 | $397,717,828 | +3.7% | 1,866,255 | +4.1% | 4.69% | -6.6% |
| Q3 2022 | $383,632,000 | -4.0% | 1,793,084 | +0.0% | 5.02% | +0.1% |
| Q2 2022 | $399,515,000 | -21.0% | 1,792,432 | +2.0% | 5.02% | -8.9% |
| Q1 2022 | $505,579,000 | -7.8% | 1,757,922 | +2.9% | 5.51% | -5.7% |
| Q4 2021 | $548,272,000 | +5.9% | 1,708,542 | -4.2% | 5.84% | -2.7% |
| Q3 2021 | $517,639,000 | +0.4% | 1,783,915 | -0.7% | 6.01% | -0.6% |
| Q2 2021 | $515,348,000 | +13.8% | 1,796,825 | +1.9% | 6.04% | +4.3% |
| Q1 2021 | $453,024,000 | +3.9% | 1,762,466 | +2.4% | 5.80% | -13.0% |
| Q4 2020 | $436,021,000 | +6.9% | 1,721,492 | -4.0% | 6.66% | -6.1% |
| Q3 2020 | $407,984,000 | -0.6% | 1,792,469 | -11.8% | 7.10% | -7.4% |
| Q2 2020 | $410,477,000 | +25.6% | 2,031,158 | -2.6% | 7.66% | +20.2% |
| Q1 2020 | $326,764,000 | -15.2% | 2,085,409 | -1.5% | 6.38% | +2.4% |
| Q4 2019 | $385,541,000 | +9.7% | 2,116,381 | +0.1% | 6.23% | -1.0% |
| Q3 2019 | $351,416,000 | -0.1% | 2,113,400 | -1.8% | 6.30% | -3.9% |
| Q2 2019 | $351,798,000 | +3.6% | 2,153,117 | -0.9% | 6.55% | +12.3% |
| Q1 2019 | $339,652,000 | +18.3% | 2,171,765 | +1.6% | 5.84% | +4.2% |
| Q4 2018 | $287,193,000 | -14.2% | 2,137,962 | +2.8% | 5.60% | -6.0% |
| Q3 2018 | $334,877,000 | +7.3% | 2,079,461 | -0.2% | 5.96% | -2.6% |
| Q2 2018 | $312,098,000 | +6.9% | 2,083,291 | +1.3% | 6.12% | +1.4% |
| Q1 2018 | $291,828,000 | +0.7% | 2,056,864 | -0.2% | 6.03% | -0.8% |
| Q4 2017 | $289,853,000 | +7.5% | 2,060,811 | +1.5% | 6.08% | +14.9% |
| Q3 2017 | $269,519,000 | +7.5% | 2,030,281 | +2.9% | 5.29% | -6.6% |
| Q2 2017 | $250,651,000 | +9.2% | 1,973,015 | +4.6% | 5.66% | +1.7% |
| Q1 2017 | $229,548,000 | +6.4% | 1,886,803 | -2.5% | 5.57% | +13.7% |
| Q4 2016 | $215,841,000 | +7.4% | 1,936,147 | +8.2% | 4.90% | -2.1% |
| Q3 2016 | $200,907,000 | +10.3% | 1,789,188 | +5.3% | 5.00% | -6.7% |
| Q2 2016 | $182,146,000 | +4.9% | 1,699,135 | +4.2% | 5.36% | -0.9% |
| Q1 2016 | $173,623,000 | +0.9% | 1,631,040 | +0.9% | 5.41% | -3.5% |
| Q4 2015 | $172,003,000 | +9.1% | 1,616,732 | +2.8% | 5.60% | +1.5% |
| Q3 2015 | $157,709,000 | -1.7% | 1,572,544 | +4.9% | 5.52% | +4.7% |
| Q2 2015 | $160,375,000 | +2.6% | 1,498,842 | +0.3% | 5.27% | +2.7% |
| Q1 2015 | $156,284,000 | +1.1% | 1,493,985 | +0.8% | 5.13% | +1.5% |
| Q4 2014 | $154,643,000 | +7.1% | 1,481,405 | +2.3% | 5.06% | +3.3% |
| Q3 2014 | $144,383,000 | +2.4% | 1,448,622 | +1.6% | 4.89% | +2.5% |
| Q2 2014 | $140,970,000 | +4.9% | 1,425,388 | -0.9% | 4.77% | -0.7% |
| Q1 2014 | $134,425,000 | +3.6% | 1,438,018 | +3.1% | 4.81% | -0.9% |
| Q4 2013 | $129,805,000 | +10.2% | 1,395,005 | +0.2% | 4.85% | -8.5% |
| Q3 2013 | $117,760,000 | +12.0% | 1,391,809 | +3.4% | 5.30% | +4.3% |
| Q2 2013 | $105,182,000 | – | 1,345,906 | – | 5.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |